See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,949 | $67,894+20.7% | $89,340-8.3% | $82,448-0.6% |
| Participation rate | 74.3% | 64.0%+10.2pp | 69.6%+4.7pp | 68.1%+6.2pp |
| Annual return | 19.35% | 19.21%+0.1pp | 20.57%-1.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,785 | $1,828-2.3% | $2,231-20.0% | $2,551-30.0% |
| Participant deferral / active EE | $4,282 | $3,072+39.4% | $3,823+12.0% | $4,139+3.4% |
| Admin fee / account holder | $2,226 | $5,723-61.1% | $6,704-66.8% | $7,234-69.2% |